Syncro April Release: Network Discovery, Auto Elevate & More

Watch our April Release webinar hosted by Syncro’s Chief Product Officer Dee Zepf, Chief Technology Officer Kristen Costagliola, and Channel Chief Andy Cormier. You’ll get a comprehensive overview of the latest enhancements and sneak peek into the future developments of our platform.

During this webinar, we:

  • Delved into the latest and upcoming releases, including Network Discovery, CyberFox AutoElevate, and Mobile App Updates
  • Learned how Syncro partners are leveraging new capabilities
  • Had a Q&A session with product leadership

Webinar Summary

Key Topics Covered

  • Network discovery Phase 1 and Phase 2: scan profiles, one-click agent deployment, and custom asset creation for unmanaged devices
  • AutoElevate privileged access management: Syncro App Center integration, two-week trial, and partnership overview
  • Universal billing: automated third-party license counting, recurring invoice integration, and CSV import for unsupported vendors
  • Team plan trial reset: all Core plan users can now re-trial the Team plan
  • Mobile app update: end user assignment in tickets and push notification fixes
  • Early access: ticket page redesign, Windows patching dashboard, ticket metrics standardization, ticket timer redesign
  • Entra ID sync redesign: hourly sync, CSP support, granular user filters, disabled user handling, and multi-license support
  • End user management redesign (contacts page): new table layout, associated assets, and user details page
  • Roadmap: unified technician ticket view, archive assets, mobile app end user enhancements, Linux agent modernization
  • Community forum relaunch: SSO login, direct messaging, and post-webinar Q&A threads

Product Features Covered

  • MDM integration via partnership (not native, planned as partnership)
  • Network discovery Phase 1: scan profiles, daily network scans, multi-site support per customer (released)
  • Network discovery Phase 2: one-click Syncro agent deployment to discovered Windows devices, custom asset creation for unmanaged devices, SNMP monitoring support (released)
  • Network discovery unauthorized device alerting (in progress, coming in weeks)
  • Team plan trial reset for all Core plan users (released)
  • AutoElevate by CyberFox: privileged access management, App Center integration, two-week trial (released)
  • AutoElevate Syncro ticketing integration: requests as tickets with asset links and VirusTotal results (released)
  • AutoElevate Phase 2: asset policy deployment and universal billing support (planned, second half 2025)
  • Universal billing: customer mapping, daily license count pulls, third-party vendor usage report, recurring invoice integration with dynamic counts (early access, end of April)
  • Universal billing: bill-above-threshold model and $0 line item for included licenses (early access)
  • Universal billing CSV import for unsupported vendors (planned)
  • Proofpoint as first universal billing supported vendor (early access)
  • Mobile app: end user search, clear, and assignment on existing tickets (released)
  • Mobile app: end user assignment on new ticket creation (released)
  • Mobile app: push notification fixes including tap-to-navigate to associated alert (released)
  • Ticket page redesign (early access, toggle in ticket settings)
  • Windows patching dashboard: compliance scoring, coverage reporting, missing patches by status, install and reboot actions (early access, full)
  • Ticket metrics standardization: first response time, resolution time, SLA and business hours alignment (early access)
  • Ticket timer redesign: running timer total, notes while timer runs, expanding notes field, actual and billable totals (early access)
  • Labor log redesign: simplified charge visibility, billable toggle, time totals, pagination (early access)
  • Entra ID sync redesign: hourly sync, CSP multi-tenant support, user type and domain and group and department filters, disabled user sync, multi-license display, Syncro tenant mapping (early access)
  • End user management redesign (contacts page renamed to end users): standard table, column customization, custom fields, associated assets column, click-through to asset, user details page, Microsoft user details panel (early access)
  • Unified technician ticket view (up next)
  • Archive assets (up next)
  • Mobile app end user enhancements (up next)
  • Linux agent with scripting, monitoring, alerting, remote access (longer-term roadmap)
  • Mac agent improvements (longer-term roadmap)
  • Agent modernization: modularization, load testing, delta update fixes (in progress)
  • Community forum relaunch at community.syncromsp.com with SSO (released)
  • Password Boss by CyberFox (upcoming Syncro marketplace addition, mentioned)
  • Alternate payment processor / ACH options (on radar, not yet on public roadmap)
  • Projects improvements (on radar)
  • Google Workspace sync (not on roadmap, noted)
  • Ticket auto-start timer on ticket open (in discussion)

View the Transcript

Welcome

Andy Cormier: Hey, everybody. For those just joining, we’re going to get started here in about two minutes.

Hey, everybody. We’ve still got some folks funneling in here, so we’re going to start in about one more minute.

All right. I think we’re good to go.

Dee Zepf: All right. Excellent. Welcome, everyone. Thank you so much for taking time to join us today for the April Release Webinar. My name is Dee Zepf. Most of you hopefully know me by now. I am joined today by Andy as well as by Kristen, and the three of us will take you through all the updates and things that have released. We’ll talk roadmap, and then at the end, as always, we will make sure we leave plenty of time to answer your questions. I’d ask that if you think of questions as we’re going through content, please use the Q&A module in the webinar so we can make sure we hit all your questions and answer them. It’s a lot easier to go through and be organized about that than to try to monitor the chat. Q chat away, but if you have questions, please use the Q&A. With that, I’m going to hand it over to Andy, who is going to kick us off with everything we’ve released recently.

Released This Month

Andy Cormier: Thanks, Dee. First up, let’s talk about everything we’ve released since last month’s webinar.

First up is Network Discovery. Last month we rolled out phase one of our new Network Discovery feature set. This allows you to create scan profiles that provide daily scans of all devices on a given network. You can create as many scan profiles as you like per customer, and you can monitor multiple sites across that same customer.

Phase two, which we just released last week, allows you to take actions on discovered devices. When you click on any discovered Windows device, you’ll now see a new Install Agent button in the bottom right. Click that, and it will use the domain credentials you entered when setting up your scan profile, meaning you can deploy the Syncro agent over the network in a single click.

For unmanaged network devices, such as a Crestron controller, you’ll now see a Create Asset button instead of the Install Agent button. This allows you to create a custom asset inside Syncro, which you can then set up for SNMP monitoring, or add as a non-managed device for asset tracking purposes. This makes spinning up a new customer, or getting a better foothold into an existing customer’s network infrastructure, extremely easy by bringing all of these devices into Syncro with a single click.

Before I move on: we’ve had a lot of Partners asking about retrialing the Team plan. As of today, we’ve reset everybody’s trial status for the Team plan, meaning anyone on the Core plan is now free to trial it in their own Syncro instance. Go to Account Settings in the admin settings and click the Manage Plan button. There will be an option to trial the Team plan.

Next up is a brand new partnership I am really excited about. AutoElevate is a privileged access management tool. This means you can set all of your end users across every single customer you manage as user-level accounts, without frustrating them or your technicians.

CyberFox has posted some striking metrics on the dangers of allowing admin privileges for end users. Nine out of 10 successful breaches are due to an abuse of privilege, and over 90% of all Windows vulnerabilities would have been nullified if the user simply wasn’t an admin. AutoElevate works as a protective layer well before your more traditional security products like AV and EDR would ever take hold.

When a user attempts to perform an action that raises a UAC prompt, they’ll see a fully brandable window letting them know they do not have permission, and they can escalate a request directly to you from that screen. The alert in AutoElevate includes useful information about the request, the risk level, and data from VirusTotal when it relates to an executable. From there you can approve or deny, and the response is relayed back to the end user.

You can also create very robust rules. For example, you could allow a specific user to perform a given request in the future while restricting others, allow everyone in a department to perform a request on their own, or allow everyone at a company to perform a specific request. The idea is that you create baselines for things you know are safe on a per-user, per-department, or per-customer basis, while requiring manual approval for everything else.

AutoElevate also has a mobile app that allows you to approve and deny requests while you’re on the go. Their standard SKU covers everything I’ve described so far. Their advanced SKU adds a feature called Just-In-Time Admin. This allows you to press a hidden keyboard combination on an endpoint while on-site, which presents a QR code. Scanning that with the mobile app gives you temporary admin privileges to work on the machine, even if you don’t know the admin credentials. When you’re done and log off, those admin credentials are destroyed.

AutoElevate also built a direct integration into Syncro. It opens requests as tickets in Syncro, automatically links the asset to the ticket, includes a link back to AutoElevate, includes the VirusTotal link, and will even append multiple actions to the ticket if a user trips the same request several times within a short window. Once the request is actioned within AutoElevate, the ticket is marked as resolved in Syncro.

AutoElevate is available now. Head to the App Center and look for the AutoElevate app card. All accounts start as two-week trials, and pricing is listed on the app card. We are also putting on a webinar with AutoElevate on April 22 to show this in much more detail. Caitlin is dropping that registration link in the chat.

Next up is the mobile app. We’ve been making incremental improvements to our new mobile app since launch. A new update hit the app stores yesterday, and this update focuses on end users as they relate to tickets. You can now search, clear, and add assigned end users to existing tickets within the mobile app. You also have the ability to assign an end user when creating a new ticket. We also fixed some issues around push notifications, including the issue where tapping a push notification was not bringing you to the associated alert within the app. Those should now be working as expected.

That covers everything we released this past month. Dee, I’m going to hand things off to you to talk about Early Access.

Early Access

Dee Zepf: That’s right. A little bit on Early Access for folks. Some of this will be a review of projects we’ve talked about before, as well as some new things that have entered Early Access since our last webinar. Kristen and I are going to tag-team this section.

Let’s start with the ticket page redesign. I know we’ve talked about this several times. We received early feedback when we first went into beta, and we’ve made a lot of changes behind the scenes, both to the UI and to performance. We’re feeling really good about this page. There were thousands of Partners using it last month to manage their tickets. There is a toggle in ticket settings. If you don’t have it turned on, it’s worth checking out. It’s still technically in beta, so we’re giving Partners the option to turn it on or off. If you turn it off, we’ll probably check in to understand why, because we’re working to get this to a place where everyone feels great having it as their default ticket page. Feedback is welcome.

Next up is the Windows Patching Dashboard. This is a new page in the product and is currently in Early Access. We filled up the Early Access Program on this one due to high interest. Thank you to everyone who signed up and has been giving the team feedback. We are making fixes and improvements as people use it.

The dashboard gives you a few different views. In the top left, you can see what percentage of your fleet is fully patched and how that compares to your policy settings. For example, if you’ve blocked a specific KB from patching on endpoints, it won’t count against the compliance score. You can also see what percentage of your machines have patching coverage. If you’ve excluded machines from coverage, that will be visible here as well.

In the middle of the screen, you can see all missing patches by status. You can click into categories to see failed patches or machines that need a reboot, and you can take action on those directly from the dashboard. The bottom of the screen reflects the filters you set at the top, or you can filter directly in the table. You can also export from that table.

Early Access for this one is currently full. The good news is we are very close to releasing it to everyone, so expect it in weeks, not months.

Next is ticket metric standardization. This is focused on standardizing the calculation of average first response time and average resolution time across the platform. We’ve optimized these calculations to be consistent across Syncro, established clear rules around how we handle service level agreements and specified business hours, and ensured that metrics adjust when you apply filters to a specific view. This is currently in Early Access. We’re expecting a quick turnaround since a lot of the design conversations happened upfront.

One more feature in Early Access: improvements to how we’re handling ticket timers inside the app. This redesign addresses a number of smaller items that have been requested. We’ve redesigned the entire timer section to be easier to read and more logically organized. The running timer now shows only the time for the current session, not the total time across the ticket. You can also now take notes while your timer is running, with the notes field expanding and contracting as you work. At the bottom you’ll see totals for both actual time and billable time at a glance, which is particularly helpful for complex or long-running tickets.

We’ve also redesigned the labor log that goes with this. It’s now simpler to work in, easier to see what’s been charged and what hasn’t, what’s already been invoiced. We’ve moved the toggle, reordered some fields, added totals for actual and billable time, and added pagination. More on this one soon.

I’m going to hand it over to Kristen to talk through the next few projects.

Kristen Costagliola: We have redesigned and rewritten our Entra ID sync to use Microsoft’s Graph API directly, and we’ve expanded it significantly. You can now connect an individual MSP tenant as you could before, or you can connect your CSP and pull in all the tenants you manage within Microsoft directly. You also have much more granular control over which groups are included in the sync.

Some key improvements with the new Entra ID sync: users are now synced hourly instead of daily. You can also pull in end users based on additional criteria beyond just department, including user type, domain, office location, department group, and more. We’ll continue adding filters over time.

We’ve also added a level of the Syncro tenant within the platform so you can house all of your Syncro customers in one place and set up sync directly to a single tenant, with filtering to manage which users go to which customer organization.

One of the most-requested improvements: when a user is disabled in Entra ID, it will sync across and show as Microsoft Disabled within Syncro. You can easily filter on that in your end user list and ensure your billing is accurate. We also now support end users having more than one Microsoft license, with those licenses synced directly from Entra ID.

The goal is that you can sync all users directly from Microsoft into Syncro with no manual effort. If you add, edit, or disable a user in Microsoft, those changes are reflected in Syncro within an hour. You can also associate several Syncro customer organizations with one Microsoft tenant and filter users to the appropriate organization. Microsoft licenses can be directly associated with Syncro end users, which can be used for invoicing within Syncro.

Alongside the Entra ID sync, we’re also in Early Access for an end user management redesign. We’ve done a full redesign of the Contacts page and renamed it to End Users, because it’s more than just contact information. The new page uses the standard Syncro table format you’ve seen in ticket management and the patching dashboard. You’ll be able to modify columns, including displaying custom fields, associated assets, email, phone number, location, and site. You can sort and filter directly based on those columns. If an asset is linked to an end user, you can click directly to the asset from the table.

We’ve also added a separate user details page when you click into a user. This allows you to link directly to a single user from tickets, invoices, or assets across the platform. The page also displays Microsoft user details pulled directly from the Entra ID sync if you have that enabled, including MFA status. Every Partner will see the end user redesign. And similar to the Entra ID sync, that will be on the Team plan.

I’ll pass it back to Andy to kick off the roadmap section.

Roadmap

Andy Cormier: I want to cover the first roadmap item, which we just moved to In Progress. We’re calling this Universal Billing.

I mentioned earlier in the year that I was working on something that was about to make all of your billing admins very happy. This is it. We’re going to solve the problem every MSP faces: missed billing, inaccurate billing, or wasting time billing out licenses on a recurring basis manually. One of the keys to profitability is setting up billing models that work for your business. Many MSPs end up with suboptimal billing models because their platform can’t conform to the models they actually want to use. That’s about to change.

The first marketplace vendor under Universal Billing will be Proofpoint. We’ll continuously add existing marketplace vendors and new ones, like AutoElevate, throughout the year.

Here’s how it works end to end. It starts by pulling a list of customers from the third-party vendor. You map those customers to your Syncro customers using a mapping tool. Once customers are mapped, we’ll pull in their license counts on a daily basis and record those against their respective customer records in Syncro.

You’ll then be able to report on usage on a customer-by-customer basis, showing each vendor, the various SKUs in use, and the quantity of each SKU that customer is consuming.

Most of you know that our recurring invoice system already allows you to dynamically count endpoints and contacts so your recurring invoices update automatically each month. We’re adding third-party usage counts into this system. So in an example, you’d take the total of Proofpoint’s Advanced SKU, grab a dynamic count of how many licenses were in use for a specific customer at the moment the invoice fires, and the invoice updates automatically.

We’re also adding billing flexibility to the Universal Billing model. You can bill for the full counts for any vendor SKUs, but many MSPs, as I did in my own MSP, include an allotment of licenses in a managed services contract and only bill for licenses that exceed that allotment. For example, if you want to include 50 licenses as part of a customer’s contract and only bill for overages beyond 50, that’s exactly what this allows you to do. There’s also an optional toggle that will add the allotment line to the invoice as a $0 charge, reminding the customer of the value your MSP is providing.

For vendors you can’t get through Syncro’s marketplace, after we bring all existing marketplace vendors under Universal Billing we’ll add an option to import a CSV for unsupported vendors. You’ll map customers, import usage, and that data will flow into reports and billing exactly as it would for a native integration. It won’t be automatic, but it won’t take more than five minutes to bring those counts in each month.

We expect Universal Billing to hit Early Access in the next couple of weeks, likely by end of this month. Be on the lookout for EA signup announcements, particularly for Partners getting Proofpoint licensing through Syncro.

Now I’ll pass it back to Dee for the rest of the roadmap.

Dee Zepf: Thanks, Andy. We’ve walked through most of the In Progress items already: patching dashboard, ticket metrics, ticket timer, the contact redesign, the Entra ID sync, and the ticket page, which I’ll say again, please turn it on if you haven’t.

Looking at what’s up next, we have three things on that list. First, unified ticket view. On the new ticket index page, we’re going to make it so that technicians can see their assigned tickets, tickets assigned to them, unassigned tickets, and subscribed tickets all in one place. This is something we’ve heard will make a lot of folks more productive day to day.

Also up next is archiving assets. This is a long-standing request: the ability to retire an asset while keeping its history intact, without it getting in the way of your daily work.

And the next level of mobile app upgrades, focused on end users. You’ll see much more ability to work with end users and contacts in the mobile app coming next.

We have one more item to add to the up-next roadmap, and I’m going to hand it over to Kristen to share. It’s not on the public roadmap quite yet, but we’re adding it there after today.

Kristen Costagliola: This is a longer-term roadmap item than we normally share. I wanted to speak directly to the agent install and agent issues we’ve seen over the last couple of weeks, and explain what we’re working toward.

Our agent has been in need of modernization, and we’ve been spending a lot of time modularizing and improving it for installs and upgrades. We identified some edge cases specifically around those scenarios. One edge case caused agents to download the entire package rather than the delta for updates, which saturated network bandwidth and caused the agent install failures earlier last week. We’ve also made improvements in our infrastructure around scaling and upgrading packages.

Our longer-term goal is to add a Linux agent and to continue improving agent support across the board. We’re adding load testing and automation as our highest priority to better catch these issues before they reach production. I apologize to anyone impacted by those issues.

We are working toward bringing all of you a Linux agent with scripting, monitoring, alerting, and remote access. This is a longer-term item, but I wanted to be transparent about where we’re headed and why we’re modernizing the agent stack.

Andy Cormier: Plus one for Linux agent. I see a lot of excited folks in the chat.

One last thing before Q&A: we just relaunched our official community forums. Head over to community.syncromsp.com. It uses SSO, so you’ll log in with the same credentials you use for Syncro. This is the only official forum going forward. It’s the place to interact with us directly on an ongoing basis. I will be there, Dee will be there, Kristen will be there, and other members of the team as well. You can directly message me there, just as you could previously on Facebook.

As these webinars continue to grow, we don’t always get to answer everybody’s questions live, so we’re going to start opening posts at the conclusion of each webinar so you can ask questions we weren’t able to get to. Watch for that post today.

That’s all the prepared content we have. We’re heading into Q&A now. Please use the Q&A box to submit your questions.

Q&A

Dee Zepf: A few questions came in at the beginning around Network Discovery. One Partner said Network Discovery isn’t working for them. If that’s the case, please reach out to support. We’ve had nearly 17,000 network scans run on the tool in the past few weeks, so it’s working successfully for the vast majority of Partners. If it’s not working for you, it’s not a broad-based issue, so please reach out.

On how to find the Network Discovery tab: Network Discovery is on the Team plan. To turn on the tab, go to your tab customizations. We didn’t enable it by default. Search “network discovery” in the documentation center and the instructions are there.

Attendee Question: When adding a device discovered via Network Discovery, is it possible to merge it into an existing asset without Network Discovery creating duplicates that need to be merged manually?

Andy Cormier: Kristen, correct me if I’m wrong, but if it matches an existing device, either a Windows device or a network device, it should show as managed already at that point.

Kristen Costagliola: That’s correct. It should show as managed automatically. We do have some fast-follow work around additional scenarios, like if you wanted to manually merge assets that are the same but didn’t automatically match. But the default behavior is to show it as managed upfront.

Attendee Question: AutoElevate questions: if we’re already using AutoElevate with the ticket integration, what are the advantages of the Syncro integration?

Andy Cormier: A few advantages. One: you can be billed through Syncro on a single invoice. Two: our minimums are lower. There’s a 25-endpoint minimum through Syncro, versus 100 through other providers. Three: this is just phase one. Phase two will bring AutoElevate under the Universal Billing umbrella and allow you to deploy the endpoint via asset policy.

On pricing: that’s listed directly on the AutoElevate app card in the App Center.

On whether it’s all or nothing: you can deploy AutoElevate to as many or as few endpoints on a single customer as you like. It is not all or nothing.

Kristen Costagliola: A question on the Syncro agent auto-updating: it should auto-update automatically on its own. We track that over time and confirm all agents have successfully updated. If you feel your agents are out of date, please reach out to technical support. You shouldn’t need to do anything manually.

Andy Cormier: On where to find Network Discovery: it’s an actual tab. If you’re on the Team plan and don’t see it, click the user dropdown in the top right and look for tab customization. It may just be disabled. Enable it and it’ll appear in your active tabs.

On migrating AutoElevate from another vendor or directly to Syncro: yes, you can. Email me directly at andy@syncromsp.com or auto-elevate@syncromsp.com, and we can transition the billing for you.

Kristen Costagliola: On how to get into Early Access: Caitlin posted the Early Access links in the chat. Early Access signup is also always available on our public roadmap at syncromsp.com/roadmap as soon as something enters Early Access.

Dee Zepf: A question on the in-product chat for clients, and when we plan to update it: it’s not currently on our public roadmap, but I’ve received feedback on this and it’s something we’ll consider for a future roadmap.

Andy Cormier: On the mobile app: there was a bug in a previous version where some Partners were getting stuck on the splash screen. We’ve had several Partners confirm that updating to the version released yesterday resolved it. Please update your app. If you’re still having the issue after updating, please let us know via a support ticket.

On ticket timers: someone asked if we can add an option to have ticket timers start automatically when viewing a ticket. That is something I also want. We’re not actively building it right now but it’s being discussed, so keep the requests coming.

On Network Discovery notifications when a new device is added to the network: that’s not available as of today, but it’s a strong piece of feedback we’ve heard. We are adding it. On timing: it should be weeks, not months. It’s in progress.

Kristen Costagliola: On assets redesign: yes, we are going to redesign assets to have a similar look and feel to the new table format we’ve used in tickets and the patching dashboard. That’s the standardization we’re rolling out across the platform over the course of this year. Assets are up next on the list.

Dee Zepf: On the patching dashboard timeline: it should be available within a few weeks. It’s very close to done.

Andy Cormier: On Universal Billing: someone asked if you’ll be able to manually update license counts rather than importing CSVs each month. To clarify: the CSV import is only needed for vendors you’re not getting through Syncro. When you are getting a vendor through Syncro, it’s fully automatic. You map your customers, we pull the counts, and they flow directly into your recurring invoices. CSVs are only for vendors not available in Syncro’s marketplace.

Dee Zepf: On remote access in the mobile app: our mobile app does support remote access with Splashtop. You’ll need the Splashtop RMM app installed on the same phone as the Syncro mobile app. Also note that we have both the legacy Syncro app and the new Syncro mobile app in the app stores. Make sure you’re running Syncro mobile. If you have the Splashtop RMM app on the same phone, you should be able to remote in. Any issues, reach out to support.

Kristen Costagliola: On archiving users: yes, this is something we’re working toward. We added the ability to mark a user as Microsoft Disabled within Syncro when they’re disabled in Entra ID. We’re looking to expand on that. It won’t be in the initial release, but the ability to archive or mark users as disabled rather than fully deleting them is on the list.

Andy Cormier: On running different AutoElevate license tiers across customers: you can mix and match. You can have one customer on Advanced and another on Standard. That’s definitely possible.

On Network Discovery with multiple locations for a single client: you would have different scan profiles hitting each location within the same customer. You can drill into a specific profile to see one site, or view all sites and filter or sort by profile.

Dee Zepf: On payment processing: we are investigating payment options, including new ACH options. More to come on that, but it is on our radar. Heard loud and clear.

Andy Cormier: On integrations with Axia and Keeper: Axia is complicated given recent acquisition activity. Keeper is something we’re looking at. On password management in general: now that we have the partnership with CyberFox, they also have a product called Password Boss that they’ve completely revamped. We are going to be adding that into our marketplace. It doesn’t preclude adding others, but that will likely be the first password management option. You should see something there later this year.

On migrating a Proofpoint instance to Syncro from another vendor: yes, you can migrate any vendor Syncro resells, including Bitdefender, Acronis, Proofpoint, and AutoElevate. On support for Proofpoint specifically: Syncro does not handle tier-one support except in a few rare instances. For Proofpoint, all support is handled directly through Proofpoint.

Dee Zepf: On Network Discovery export options and filtering: we have a number of enhancements to Network Discovery in progress. Keep the suggestions coming. We’ll continue to build on this feature given the level of interest.

Andy Cormier: On more Boolean operators for automation and remediation filters, such as OR logic: we’re not actively building that right now, but it’s actively being discussed. Keep those requests coming.

Kristen Costagliola: On the situation where more than one contact shares the same email and the system links to the first contact in alphabetical order rather than the reassigned user: I’m not certain whether that’s related to the existing Entra ID sync or something else. The new contact list will display all of those users, but if you can give us more detail on what you’re trying to accomplish, we’d be happy to look into it further.

Andy Cormier: On the Team plan being the only way to view all monitors in Splashtop simultaneously: yes, that is the case. On the Core plan, you can still use multiple monitors but navigate between them using a toggle button. On the Team plan, with the upgraded Splashtop license included with all technician and work-from-home licenses, you can see all monitors in one view, similar to dragging a window from one monitor to another. That’s the difference between the two plans.

On Universal Billing and CSV imports: it will be a button you click. Select the vendor, click Import, and it will bring in all usage for that given month. The mapping, reporting, and billing integration will all work the same as with a native integration.

Dee Zepf: On payment processing: same answer as before. Very much on our radar, not close enough to be on the public roadmap yet, but heard loud and clear. On Early Access settings: for the most part, Early Access is applied to your entire Syncro instance, not just one technician. If you enable the patching dashboard, it’s available to everyone in your organization.

Andy Cormier: On resolving tickets via the mobile app: you can mark tickets as resolved in the mobile app. If you’re having trouble with that, let me know with more detail so I can help clarify.

On JumpCloud integration: that’s not currently something we’re investigating.

Dee Zepf: On improving projects and project management capabilities: that is on the radar and you’ll see it hit the roadmap at some point in the hopefully not-too-distant future.

Andy Cormier: On Trend Micro integration: that’s not one we’re looking at today. We are looking at other security integrations, though, so stay tuned for some announcements relatively soon.

On Universal Billing and the CSV model for third-party vendors: you would map your customers for your custom vendor, import your accounts, and the system would match customers and log counts against the appropriate customer. You can then flow that into reports and your billing model the same as a native integration. You’d need to make sure any SKUs you have usage for exist in Syncro so the system knows what to map to.

Kristen Costagliola: On Mac agent improvements, including backgrounding tools for Mac: yes, this is something we’re looking at as we modernize the agent. Our goal is to improve both the Mac agent and add the Linux agent. There will be stages to this. We know how valuable backgrounding tools are and we’re doing a lot of work to modernize and expand that. I don’t have exact timelines, but it’s on our list.

Andy Cormier: On plans to integrate with ESET, 1Password, or similar: the answer is not no, but that’s all I can say for now.

On Sophos and other security vendors: we are looking at bringing additional security vendors into Syncro. I can’t say which ones or when today.

Kristen Costagliola: On Google Workspace and creating a similar sync to the Entra ID sync: that’s not currently on the list. We’d love to hear from Partners who have clients on Google Workspace, how many clients that is, and what a sync would provide. We don’t have a direct Google Workspace sync today, though you can use custom fields within recurring billing as a workaround.

Andy Cormier: On iPhone MDM: I think the way we’d handle MDM in the future is through a partnership with a direct MDM provider rather than building it natively.

Kristen Costagliola: I agree a partnership is likely the path there. There are some interesting pieces around Apple Business Manager as we improve our Mac agent, but MDM would likely be a partnership.

Dee Zepf: On the mobile app showing only resolved tickets in the ticket view with no easy way to filter them out: I’m going to have the team look into that and see if there’s an easy fix or change we can make.

Andy Cormier: On whether there’s an all-cart option for features like Network Discovery or Splashtop without upgrading to the full Team plan: that’s not currently in the works. That said, if you want to pay for Network Discovery and Splashtop specifically, you’re likely close to the cost of a full Team license anyway. Feel free to email me directly and we can talk through options.

On ThreatLocker: someone mentioned it was in the works as a Syncro integration. That’s not accurate as of today. We do have an open API, so it’s possible something is being built externally, but I haven’t heard anything specific about ThreatLocker.

On remote access without interrupting the user: with Splashtop, a message will always appear notifying the end user that someone has connected. However, using the Remote Desktop tool within our backgrounding tools, you can configure it not to display a notification. If you want to connect without alerting the user, that’s the option to use.

On how to enable the Team trial: go into admin settings, navigate to Account Settings, and click the black Manage Plan button. You’ll see options for the Core and Team plans and an option to start a Team plan trial. We reset trial eligibility for everyone, so if you don’t see the option, please contact support and we’ll get it enabled.

On Splashtop scripting tools: Splashtop doesn’t have a built-in run-script-in-background capability like some other remote tools. However, our backgrounding tools include Remote CMD, PowerShell, Registry Editor, and file management, all of which run without interrupting the user. That’s a powerful toolset.

Kristen Costagliola: On postmortems for incidents: those are posted to the status page alongside the incident. I’ll double-check exactly where to find them, but there should be postmortems and follow-up notes available there.

On the Entra ID sync and managing Microsoft 365: we can view licenses and interact with them in this first release. We’ll continue to expand that capability over time. If you can share more detail on what you’d like to manage or configure, we’re happy to discuss.

Closing

Andy Cormier: All right. I think that about sums it up for today. I want to remind everyone that we posted the link to our community forums in the chat. Head over to community.syncromsp.com. If you didn’t get your question answered today, post it there and we’ll follow up with you. Thanks everyone for joining. We appreciate the engagement. See you next month.

Dee Zepf: Thanks so much, everyone. Have a good day.

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Frequently Asked Questions

What does Syncro’s network discovery feature do and which plan includes it?

Network discovery allows you to create scan profiles that run daily scans of a customer’s network, identifying all devices including unmanaged ones. Phase 2 adds a one-click install button that deploys the Syncro agent to any discovered Windows device using the domain credentials entered during scan profile setup. For non-Windows devices like controllers or printers, you can create a custom asset for SNMP monitoring or basic asset tracking. Network discovery is included in the Team plan and is enabled via the tab customization menu.

What is universal billing in Syncro and when is it available?

Universal billing automates third-party license billing by pulling daily license counts from supported marketplace vendors, mapping them to Syncro customer records, and surfacing those counts in the recurring invoice system so invoices update automatically each month. MSPs can bill for all licenses, set a threshold so only licenses above an included allotment are billed, or show a $0 line item for included licenses. Universal billing is entering early access at the end of April, starting with Proofpoint as the first supported vendor.

What did Syncro release for the mobile app in April?

The April mobile app update focused on end user management within tickets. Technicians can now search, clear, and assign end users on existing tickets, and can also assign an end user when creating a new ticket from the app. Push notification issues were also resolved, including a fix for tapping a notification and being taken to the associated alert within the app rather than the app home screen.

What is the redesigned Entra ID sync and how is it different from the previous version?

The redesigned Entra ID sync is rewritten to use Microsoft’s Graph API directly and syncs users hourly instead of daily. It supports both individual tenant connections and CSP multi-tenant connections, allowing MSPs to pull in all managed tenants at once. Filters now include user type, domain, office location, department, and group rather than only department. Disabled users in Entra ID are now synced to Syncro and flagged as Microsoft-disabled rather than deleted, and end users can now carry multiple Microsoft licenses. The redesign is in early access and is a Team plan feature.

What changes are coming to the end user management experience in Syncro?

The contacts page is being renamed to End Users and redesigned with a standard Syncro table layout. Columns are customizable and include custom fields, associated assets, and standard contact details. Clicking an associated asset takes you directly to the asset record, and a new user details page provides a single URL for each end user that can be linked from tickets, invoices, and assets. Microsoft user details including MFA status are displayed on this page when Entra ID sync is enabled.

What is the ticket page redesign and how do I try it?

The ticket page redesign is a fully rebuilt ticket index page with improved navigation between views, inline editing, and significant performance improvements based on early access feedback. It is currently in early access and can be enabled or disabled via a toggle in ticket settings. Thousands of users are actively using it, and Syncro is targeting general availability in the near term. Feedback submitted via in-product product feedback reaches the product team directly.

What does the Windows patching dashboard show and when is it generally available?

The patching dashboard provides a centralized view of fleet patch compliance across all customer organizations. It shows the percentage of devices fully patched, coverage under active policies, missing patches by status and severity, and allows technicians to install patches or trigger reboots directly from the dashboard. General availability is expected within weeks of the April webinar. Early access is currently full, but the general release is close.

What is coming next on the Syncro agent roadmap?

Syncro is actively modernizing the agent architecture by modularizing its components and adding load testing and automation to catch edge cases before they reach production. The longer-term goal is to deliver a Linux agent with scripting, monitoring, alerting, and remote access capabilities, as well as continued Mac agent improvements. Kristen Costagliola noted this is one of the highest-priority engineering investments for the year, though delivery timelines had not been confirmed as of the April webinar.

Webinar Hosts

Andy Cormier
Channel Chief, Syncro

Andy oversees Syncro’s marketplace and integration partnerships. In this session, he covered network discovery Phase 1 and Phase 2 releases, introduced the AutoElevate partnership and App Center integration, walked through the universal billing concept with mockup slides, announced the team plan trial reset, and addressed Q&A on network discovery, AutoElevate, billing, and integration topics.

Kristen Costagliola
Chief Technology Officer, Syncro

Kristen leads engineering at Syncro. In this session, she presented the Entra ID sync redesign and end user management redesign in detail, discussed the agent modernization roadmap including the path toward a Linux agent, and addressed Q&A on asset management, Mac agent improvements, and Syncro agent auto-update behavior.

Dee Zepf
Chief Product Officer, Syncro

Dee leads product strategy at Syncro. In this session, she presented early access items including the ticket page redesign, Windows patching dashboard, ticket metrics standardization, and ticket timer redesign, walked through the roadmap for unified ticket view and archive assets, and addressed Q&A on network discovery, payment processing, patching dashboard timing, and mobile app issues.